Multi-GW data-center plans put VRT and ETN at the picks-and-shovels frontier.
Why VRT and ETN are not low-beta
Rack power density jumps from ~10kW to 50–130kW; liquid cooling and precision power distribution go from optional to mandatory. Vertiv, Eaton, and Schneider order books are the most AI-capex-sensitive on a per-MW basis.